Ep 251: Accelerating Inbound Referrals By Planting Better Seeds With More (Radical) Relevance with Bill Cates
Financial Advisor Success · Michael Kitces
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Show Notes
Bill Cates is the founder of Referral Coach International, an organization that helps financial advisors attract more ideal clients through referrals. He teaches advisors how to use their communication and messaging to make themselves more "referable" and to ask for an introduction instead of a less meaningful referral.
Listen in as Bill shares why he makes a clear distinction between referrals and introductions, why clients are sometimes reluctant to give introductions, and how advisors can overcome those concerns. We also discuss why it's important for advisors to help clients work towards their bucket list goals in addition to their financial goals, how they can hone their messaging so that they can achieve "radical relevance" in the eyes of their clients, and why clear messaging is more important than ever in a post-pandemic world.
For show notes and more visit: https://www.kitces.com/251